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Procter & Gamble Co.

5/22/2013, 12:48 PM ET

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Tuesday, May 14, 9:24 AM Heard during Procter & Gamble's (PG) presentation at the Goldman Sachs Consumer Products Symposium: 1) Current guidance is for ~3% organic sales growth with the company lifting its initial estimates for FY13 manufacturing productivity. 2) Execs note P&G might have more upside than Unilever and Colgate with a lower percentage of the company's total sales derived from developing markets. 3) On cost savings, 6.45K jobs were cut this year with another 750 slated before the end of Q2. 4) Brands Olay and Pantene are both losing market share but strategies will be adjusted. (webcast) Comment! [Consumer]
Wednesday, May 8, 1:52 PM Procter & Gamble (PG) is getting a rousing endorsement from Bill Ackman at the Ira Sohn conference. The early gushing is that the company is first-rate and remains well-positioned in emerging markets. If there is a pick, P&G needs to improve margins and maximize its cost structure, according to Ackman. 1 Comment [Consumer]
Monday, May 6, 11:23 AM The TD Ameritrade Investor Sentiment Index rose 0.23 points in March to 5.37, the 4th highest point in its 3-year history, and the best level since June 2011. Customers rotated out of outperforming names like DELL, PG, and HPQ, and into laggards like BIDU and FB.
1 Comment
Monday, April 29, 12:13 PM "Which has a higher P/E - Procter & Gamble (PG) or Google (GOOG)," asks the WSJ's Tom Lauricella. Enthusiasm for anything with yield has driven the P-E ratios of dividend payers (DVY) like P&G maybe way too high. Techs (XLK) with double-digit earnings growth, no debt, and massive cash balances trade at 12x, says MFS' James Swanson, while a utility (XLU) in Ohio is at 16x. "How far do you go with this game?" "Pretty far," says Templeton's Donald Taylor. "The macro environment (causing this) is not at all likely to change anytime soon." 7 Comments [Quick Ideas]
Thursday, April 25, 10:20 AM Procter & Gamble's (PG) Q1 report looks even softer after Colgate-Palmolive doubles up the company's pace of organic sales growth. What to watch: The divergence between the share price of P&G and consumer product names such as Clorox and Kimberly-Clark could stir the activist pot, speculates dealReporter. Investors should know more shortly as Bill Ackman has until May 22 to nominate new board members. 1 Comment [Consumer]
Wednesday, April 24, 9:39 AM Heard during Procter & Gamble's (PG -4.8%) earnings call: 1) The company admits some missteps in emerging markets by expanding too quickly in key product areas. 2) On market share, while U.S. and China look strong, execs admit that it has pockets around the world where it's slipping. Beauty and skin care is mentioned as an under-performing category. 3) Competitive launches by rivals seem to have impacted results, but the company maintains new innovation (pet care, Duracell, etc.) will help it take back market share. 4) P&G sees buying back $6B in stock this year, at the high end of its previous forecast. (webcast) 4 Comments [Consumer]
Wednesday, April 24, 7:35 AM More on Procter & Gamble's (PG) Q1: The company grew organic sales by 3% during the period on volume growth of 2% as it held or grew market share in businesses repping over 50% of sales. Core gross margin improved by 20 bps with manufacturing and productivity savings offsetting some new production capacity start-up costs. P&G says heavy competition impacted net sales of hair care and skin products. EPS guidance for Q2 and full-year 2013 is slightly soft compared to some estimates. Shares of P&G -1.9% premarket. (PR) Comment! [Consumer, Earnings, On the Move]
Wednesday, April 24, 7:02 AM Procter & Gamble (PG): FQ3 EPS of $0.99 beats by $0.03. Revenue of $20.6B (+2% Y/Y) misses by $0.14B. (PR) 7 Comments [Earnings, Breaking News, Consumer]
Wednesday, April 24, 12:05 AM Notable earnings before Wednesday’s open: ABB, ABX, ASH, ATI, AVY, BA, BYD, CFR, CKSW, COR, CP, CS, CVE, DPS, EDU, ELN, EMN, ERIC, F, FDML, GD, GLW, GRA, HCBK, HES, ICON, LAD, LL, LLY, LO, MDCO, MSI, MTH, NDAQ, NOC, NS, NVS, NYCB, OC, OCR, OSIS, PG, PLD, PX, RES, ROK, S, SO, SVU, TEL, TKR, TMO, TROW, TUP, USG, VLY, VMED, WAB, WHR, WLP, WM, WYN Comment! [Earnings]
Tuesday, April 23, 5:30 PM Notable earnings before Wednesday’s open: ABB, ABX, ASH, ATI, AVY, BA, BYD, CFR, CKSW, COR, CP, CS, CVE, DPS, EDU, ELN, EMN, ERIC, F, FDML, GD, GLW, GRA, HCBK, HES, ICON, LAD, LL, LLY, LO, MDCO, MSI, MTH, NDAQ, NOC, NS, NVS, NYCB, OC, OCR, OSIS, PG, PLD, PX, RES, ROK, S, SO, SVU, TEL, TKR, TMO, TROW, TUP, USG, VLY, VMED, WAB, WHR, WLP, WM, WYN Comment! [Earnings]
Monday, April 22, 1:14 PM Spending on food for cats and dogs continues to surprise with industry sales threatening to topple the $20B mark this year. While many sectors are feeling the effect of consumer pulling back on spending, pet food companies have been able to keep their pricing power strong. Pet picks: Procter & Gamble (PG -0.3%), Colgate Palmolive (CAG -0.1%), Nestle (NSRGY.PK), Fresh Del Monte (FDP +0.2%). 2 Comments [Consumer]
Friday, April 19, 5:17 PM P&G (PG) expands last month's Salmonella recall of Natura pet food to include "all dry pet-food products and treats with expiration dates prior to and including March 24, 2014." The company says humans may be at risk after handling the food even if they wash their hands. Comment! [Consumer]
Wednesday, April 17, 8:24 AM Procter & Gamble's (PG) plan to save $2B by stretching out supplier payments is nothing new in the industry. Kimberly-Clark, Church & David, and Energizer Holdings all beat the company to the punch in employing the tactic to free up cash. What to watch: If automobile manufacturers decide to toy with the same idea, analysts think it could create a cash pinch for suppliers such as BWA, NAV, FSYS, FDML, AXL, TOWR, JCI, DLPH, and LEA. 3 Comments [Consumer]
Wednesday, April 17, 5:48 AM Procter & Gamble (PG) is reportedly planning to save up to $2B by extending the time it takes to pay suppliers to 75 days from 45 days. P&G hopes to sweeten the pain by working on an arrangement in which banks would pay the suppliers, possibly early, and then receive the money from P&G later on. The suppliers would be charged a low interest rate until P&G pays up. Companies that could be affected include Albany International (AIN). 6 Comments [Consumer]
Monday, April 15, 7:40 AM The Procter & Gamble Company (PG): declares $0.6015/share quarterly dividend, 7% increase from prior dividend of $0.562. Forward yield 3.01%. For shareholders of record Apr. 26. Payable May 15. Ex-div date Apr. 24. (PR) 3 Comments [Dividends]
Monday, April 8, 7:02 AM Procter & Gamble (PG) plans to invigorate its Old Spice brand by introducing a line of Old Spice bar soaps. The company is looking for ways to stoke growth in bar soap after sales in the industry where tepid last year at a 1% growth rate while body wash revenue jumped 30%. 2 Comments [Consumer]

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